We all have different forms to fill out with contact or leads info and
most of us already have PDF forms to support these forms. I think Zoho
should implement a feature that enables us to fill those dynamic PDF
with in Zoho CRM of any other Zoho service for that mater.
We have been using this feature with the link feature for quite a
while now and it works like a charm but its not integrated with zoho
and can easily be broken if the browser changes something like Chrome
did recently by ending its support with the adobe PDF plugins. It
still works with firefox or explorer.
For now this is what we do to enable PDF filling of Zoho data..
We have added this script to our PDF (see attachment)
and we created links with the link feature in Zoho CRM
Simple example of a link:
www.website.com/pdffile.pdf?name=${Contacts.First Name}
${Contacts.Last Name}&Address=${Contacts.Mailing
Street}&CityProvincePostal=${Contacts.Mailing City},Qc ,
${Contacts.Mailing Zip}&phone=&phone=${Contacts.Phone} ${Contacts.Mobile}
in the end we just have to press the link and whatever info that is
in the URL that matches the field in the PDF will be filled out with
the zoho matching Data. This is a simple example but alot more info
can be sent through the url .
This is a real link output we use that is sent to the browser and
pre fills the PDF...
http://www.chauffagewilson.com/forms/facturefalseWalter%20Wilsonfalse.pdf?serie=1d115d1dd&model=452112125&tech=Steve
Jobs &date=15/11/2015&num_commande_hd=&magasin=Chauffage
Wilson&name=Sherlock Holmes&address=221b Baker
Street&city=London&zipcode=452152&phone=514-111-1111&work=
&cell=450-411-5456&autre=
&courielle=&nocompte=C127696&typeclient=Home
Depot&fournisseur=TRANE&appareil=Thermostat&garantiepiece=10
Yr&dateinstallation=16/11/2015&garantiemo=10
Yr&service-requis=Maintenance Required&info-special=AIG
23/12/2016 Main d%27oeuvre%3BPi%C3%A8ces
%28suppl%C3%A9ment%29&num_commande=WW2124A&appareil2=Fournaise
au Gaz&model2=6546545&serie2=fdg45df4g&fournisseur2=RHEEM&appareil3=&model3=&serie3=&fournisseur3=&appareil4=&model4=&serie4=&fournisseur4=
The browser as to be using the adobe PDF reader plugin for this to
work though. (Firefox or Explorer)
I would ask the Zoho programmers for a better integration of
filling dynamic PDF with in Zoho Products to complete such a task though.